Salesflare vs. Shape Software

Salesflare is recommendable for any business that runs a lean sales setup with a website for lead generation, empowered with maybe cold outreach and/or lead nurturing. Mostly so for small-to-medium sized businesses: they can save a ton of time/money generating more revenue with their human sales efforts, while Salesflare does the rest of the job.

Shape Software is well suited when using "mainstream" ad platforms that have robust integrations. It also works well when budgets are set less frequently and are allowed to run unchanged for a set period of time. Shape Software gets less accurate when frequent budget changes need to be made and when using ad platforms with little to no support built into Shape Software.

• Workflows are easy to create and very effective for bulk messaging.
• I like the email templates that I can set up and re-use - very convenient!
• The phone app is good - I can access a contact right from my phone and call them. When I make a call, it automatically opens a note for me to create a time-stamped record of the call.
• I also like that fact that I can add customized contact and account fields. This is a big help in allowing me to do pretty precise "sorts".

• Platform integrations
• Pacing accuracy
• Automated notifications

• Salesflare automatically captures and organises data about leads so it can effectively surface the ones that require your attention. It also provides you with the tools to do just that. What it doesn't cover as much right now is feeding top of the funnel: I would for example happily pay extra to have a website visitor identification functionality into the mix.

• Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
• Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
• More customizable alerts

The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.

Shape Software is very easy to set up and use. The core functions and features require little explanation. The options and settings are easy to find and the capabilities of the platform are apparent to the user after just a few minutes of use.

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!

I never had the need or opportunity to work with support.

The learning curve and ease of use are virtually non-existent, and the interface is straightforward. Other products we've tried or evaluated have been too complicated and customizable. It's easy to start using Salesflare right away. Salesflare can be thought of as a better Pipedrive. With the same easy-to-use, low-barrier approach to getting started, it ups the ante when dealing with data, enriching and automating it.

Shape Software is very user-friendly and easy to set up. The controls and settings are very straightforward and the core functions (onboarding new accounts, creating new budgets, managing budgets, etc) are easily understood. The customizable alerts and budget intervals provide modularity for different situations and provide significant peace-of-mind. The automations are less impressive in that they generally conflict with ad platform automation in my opinion. Automated bidding and budgeting is hindered by third-party automations like Shape Software and the performance Shape Software features provide doesn't justify forgoing that technology in the ad platforms in my opinion.

• I save dozens of hours each month managing new clients and leads, Salesflare easily pays for itself each month
• Between the great mobile app and integration with Gsuite, Salesflare is the perfect CRM for the mobile user. I no longer feel chained to a desktop to manage my leads.
• I used to have a Love-Hate relationship with CRMs but now actually enjoy using a CRM since using Salesflare and feel like I actually realize the value of using a CRM.

Incentivized

• Reliable protection against overspend
• Precise budget control
• Cross-platform visibility